With the WhatsApp integration, MeetGeek can automatically send meeting summaries to your WhatsApp number after each meeting, based on your workflow configuration. This guide walks you through how to connect WhatsApp to your MeetGeek account and set up workflows to automate your messaging.
Connecting WhatsApp to MeetGeek
Step 1: Open the WhatsApp Integration
Go to your MeetGeek dashboard at app.meetgeek.ai.
Navigate to the Integrations & Automations page.
Under the Apps tab, find and click the WhatsApp card.
A connection dialog will appear with the title: "Integrate WhatsApp with MeetGeek to automate your messaging workflows."
Step 2: Enter Your Phone Number
In the WhatsApp Phone Number field, enter your phone number in international format (e.g., +1 234 567 8900).
Click the Continue button.
MeetGeek will send a verification code to the WhatsApp number you provided.
Step 3: Verify Your Number
Check your WhatsApp messages for the verification code.
Enter the code in the Verification Code field.
Click the Verify button.
Step 4: Connect
Review the consent notice: "By enabling this integration, you consent to MeetGeek sending meeting summaries to your WhatsApp number automatically after each meeting, based on your configuration."
Click the Connect button to finalize the integration.
You're now connected! WhatsApp will appear as a connected app on your Integrations page.
Note: The WhatsApp integration is available on all MeetGeek plans, including the Free plan.
Setting Up WhatsApp Workflows
Once WhatsApp is connected, you can create automated workflows to control what meeting content gets sent to your WhatsApp number.
Creating a Workflow
On the Integrations & Automations page, click the Workflows tab.
Click Create new workflow.
Configure the workflow:
Given a: Choose Meeting (to send the full meeting summary)
Which name contains: Enter a keyword to filter which meetings trigger this workflow. Leave empty to include all meetings.
Send to: Select WhatsApp.
Configure any additional filters or options as needed.
Click Save workflow.
Going forward, MeetGeek will automatically send meeting content to your WhatsApp based on the workflow rules you've configured.
Example Workflows
Send all meeting summaries to WhatsApp:
Given a: Meeting
Which name contains: (leave empty)
Send to: WhatsApp
Send only client call summaries:
Given a: Meeting
Which name contains: "Client"
Send to: WhatsApp
Important: The "Which name contains" field is case-sensitive. Make sure the keyword matches the meeting name exactly.
Disconnecting WhatsApp
To disconnect the WhatsApp integration and remove all associated workflows:
Go to the Integrations & Automations page.
Find WhatsApp in the list of connected apps.
Go to Settings and click the Disconnect button.
Click Save to confirm.
Note: Disconnecting WhatsApp from the Integrations page will delete all workflows set for WhatsApp in MeetGeek.
Need Help?
If you have any questions about the WhatsApp integration or need assistance setting up workflows, reach out to us at [email protected] or use the chat messenger in the MeetGeek app.